Relationship Manager

Relationship Wealth Manager Industry: BFSI / Wealth Management / Stock Broking Job Summary We are seeking a dynamic and results-driven Relationship Wealth Manager to build and grow relationships with HNI and affluent clients. The role involves client acquisition, portfolio advisory, and revenue generation through a wide range of wealth management products, including mutual funds, insurance, PMS, AIF, and equity investments. Key Responsibilities Client Acquisition & Business Development Acquire new clients through networking, referrals, and market outreach Build and expand Assets Under Management (AUM) Achieve monthly and annual sales targets across wealth products Product Advisory Recommend and cross-sell suitable financial products, including: Mutual Funds Insurance PMS / AIF Equity & Derivatives Fixed Income Products Candidate Requirements Education Graduate/Postgraduate in Finance, Business, Commerce, or a related field NISM certification preferred Experience 3–6 years of experience in Wealth Management, Banking, Broking, or Financial Advisory Skills Strong client acquisition and networking abilities Sound knowledge of financial markets and investment products Strong sales and negotiation capabilities Preferred Background Experience handling HNI or Ultra Financial Advisory clients Existing client network in the Ahmedabad/Gujarat market Experience in mutual fund distribution, insurance, or equity advisory Compensation Fixed Salary + Attractive Incentives + Performance Bonus Unlimited earning potential with no cap on incentives for high performers